Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Leadership
Gene Tannenbaum BFA™, AIF®
President/Managing Partner
gtannenbaum@nationalwealthnetwork.org
Gene Tannenbaum AIF™, BFA®, began his career 30 years ago in NYC with one of our nation’s largest and most respected investment companies, Dean Witter. As a financial consultant, he partnered with some of the...
Robert J. Tannenbaum, BFA™
Wealth Manager
rtannenbaum@nationalwealthnetwork.org
Rob Tannenbaum is a fully licensed Financial Advisor with National Wealth Network, holding a Series 7, Series 66 and Life and Health Insurance license. In addition, Rob is a designated BFA™, Behavioral Financial Advisor. Rob is a...
Michael A. Tannenbaum, MBA
Wealth Manager
mtannenbaum@nationalwealthnetwork.org
Mike Tannenbaum is a fully licensed financial advisor, with National Wealth Network.. In this role, Mike coordinates/manages all aspects of our clients financial goals. Mike has his Masters in Financial Planning and has a love for the...
Colleen Tannenbaum, FPQP™
Director of Operations/Client Experience
ctannenbaum@nationalwealthnetwork.org
Colleen joined the National Wealth Network team as the director of operations and client experience after spending many years in the business development arena for sales and service organizations before finally bringing her talent and...
Patricia J. Patten "Trisha"
Administrative Assistant
Patricia J Patten, “Trisha,” has been an administrative assistant to Gene Tannenbaum, National Wealth Network, since Jan 1, 2022. Trisha previously worked for John T. McFadden, McFadden & Associates since October 2001....
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.